LWM
DGRW icon

Latko Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Latko Wealth Management’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.12M Sell
84,959
-3,166
-4% -$299K 3.45% 10
2026
Q1 		$7.74M Buy
88,125
+11,078
+14% +$1.01M 3.77% 8
2025
Q4 		$6.89M Buy
77,047
+42,594
+124% +$3.8M 3.37% 9
2025
Q3 		$3.06M Buy
+34,453
New +$2.99M 1.55% 15

Other funds holding DGRW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Latko Wealth Management's DGRW Position: Q2 2026 in Review

Latko Wealth Management reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 3.6% in Q2 2026, selling an estimated $299K and leaving 84,959 shares worth $8.12M. The position accounts for 3.45% of the portfolio, ranked #10.

Latko Wealth Management first reported a position in DGRW in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Latko Wealth Management held 84,959 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $8.12M as of Q2 2026.
  • Latko Wealth Management sold 3,166 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $299K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 3.45% of Latko Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Latko Wealth Management first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q3 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.